If you have yayloh automation configured, there may be instances where some requests are not completed and closed by the automation job. This can occur due to various errors or specific conditions, requiring manual intervention. To help you easily identify and act on these requests, there are two primary methods available:
Method 1: Filter requests with errors.
The error filter functions similarly to the standard filter and helps you identify cases where refund automation, store-credit automation, or exchange automation failed.
How to filter requests with errors?
Navigate from the Dashboard to the Manage page ('Manage' tab) and check both the Open and In-Progress tabs.
Refund and store-credit errors move directly to the In-Progress tab.
Exchange errors may appear in the Open tab.
Click the arrow next to the checkbox, as shown in the image below.
From the dropdown list, select the error type you wish to identify: Refund, Store-Credit, or Exchange.
The total number of affected requests will be displayed in blue text. Click on this text to select all requests impacted by the error.
Click the Filter button to isolate requests associated with the selected error.
Method 2: Export a dataset containing all requests with error messages.
To further manage requests and understand the return errors, you can export the dataset via yayloh Dashboard > Analyze > Datasets > Requests with processing errors.
Here’s how you can use this data:
Custom List
You can create a Custom List on the Return Management Page with the type of error you want to focus on. To do this, add order numbers of orders with errors from the dataset, separated by commas, to quickly find requests. [how to?]
Individual Search
Alternatively, you can search for each order number individually and address each case as needed [how to?].
Troubleshooting the identified errors:
Refund and store-credit request errors - Common Refund and Store-Credit Issues.
Exchange errors, if one or more products are out of stock, you have several options:
Create the exchange order manually through the Shopify back office.
Contact the customer to discuss options.
Choose to refund the customer as an alternative solution.